Our Process

Investment Planning

Discover how any investor can find solutions to get their money working for them.

Investments are the core of any sound financial plan, and they’ll be the reason you hit whatever goals you have for the future. From that trip to Barcelona, to your dream honeymoon, to your children’s university, to a comfortable retirement – we’ll ensure your investments have your goals in mind.

First, we’ll discover what kind of an investor you are to make sure that any decision you make matches your risk profile and your goals. Then, we’ll look at your budget to see what you’re able to invest towards those goals each month. We’ll prioritise your goals and make sure that the biggest ones are taken care of first.

Throughout your journey with us, we’ll keep you updated on your progress and provide advice. By starting to invest early, you will be able to prepare for a lifetime of goals just waiting to be achieved.

*Segregated funds and GIC’s provided through Carte Risk Management Inc.